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Product Manager, Fidelity Insurance Agency (FIA)

Fidelity

Fidelity

Product
smithfield, ri, usa · Boston, MA, USA · Merrimack, NH, USA
Posted on Saturday, September 14, 2024

Job Description:

Director – FIA Product Management

Fidelity Insurance Agency (FIA) is looking for a Director of FIA Product Management to help drive the end-to-end experience across the broader Wealth organization. Join a diverse team that builds, promotes, and supports outstanding annuity, life and long-term care products.

The Role

  • Define and deliver on the FIA value proposition for the products you lead.
  • Build compelling and effective positioning of these products in the overall financial planning process to help Fidelity clients learn more about how our solutions can help address their financial goals.
  • Partner externally with FIN carrier partners and internally with our Actuarial, Field Support (sales), and Training functions as well as our Client Communications team to position and deliver high value financial solutions.
  • The Product Manager will also have a strong understanding of demographic and industry trends as well as the FIN carrier partners.
  • Strong project management and organizational skills
  • Present and make recommendations to FIA senior leadership on a periodic basis.

The Expertise and Skills You Bring

  • Bachelor’s degree required.
  • 10+ years of strategic and tactical product management (Financial Services experience strongly preferred).
  • FINRA Series 6 and 63 licenses required – can obtain within 90 days.
  • Knowledge of general investment concepts, taxes, retirement planning, annuities, and insurance.
  • Experience working in an agile environment a plus.
  • Decision-making using data, both in day-to-day management and in making strategic trade-offs
  • Proven expertise with cross functional collaboration to achieve the best results.
  • Experience with resource planning and allocation within and across organizations.
  • Strong leadership skills – You must be passionate about your products and lead change through influencing skills all levels of the organization.
  • Strong communication skills, including the ability to explain complex topics to all organizational levels.

The Team

Fidelity Insurance Agency distributes financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Wealth Services organization. Life insurance and annuity products help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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